iShares JPMorgan EM Corporate Bond ETF
CEMB
28 hedge funds and large institutions have $31M invested in iShares JPMorgan EM Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $26.1M → $31M (+$4.89M)
8% more funds holding
Funds holding: 26 → 28 (+2)
3.65% more ownership
Funds ownership: 37% → 40.65% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.16M |
| 2 |
WA
WESPAC Advisors
Orinda,
California
|
+$1.61M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$731K |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$236K |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$556K |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$424K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$125K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$40K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$39.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$51 | +1 | +1% |
|
|
MWM
27
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1K | – | – | – |
|
|
FCBT
28
First Citizens Bank & Trust
Raleigh,
North Carolina
| – | -$424K | -8,395 | Closed |
|
|
AOWM
29
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$6K | -121 | Closed |
|
CEMB Hedge Fund Activity: Q2 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q2 2017, worth a combined $31M — up 19% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CEMB positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $2.16M. The largest seller was Jane Street, cutting an estimated $556K.
- 28 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q2 2017, up from 26 in Q1 2017.
- Funds reported $31M of iShares JPMorgan EM Corporate Bond ETF stock for Q2 2017, up 19% quarter-over-quarter.
- 4 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q2 2017 and 2 closed out, a net change of +2 holders.
- The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q2 2017 was EP Wealth Advisors, an estimated $2.16M added.
- The largest iShares JPMorgan EM Corporate Bond ETF seller in Q2 2017 was Jane Street, an estimated $556K sold.
Based on aggregated 13F filings for Q2 2017.